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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,407 | $104,924+103.4% | $84,623+152.2% | $152,885+39.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 8.17% | 373.82%-365.7pp | 258.77%-250.6pp | 345.39%-337.2pp |
| Employer contribution / active EE | $5,000 | $3,302+51.4% | $2,652+88.5% | $4,763+5.0% |
| Participant deferral / active EE | $7,125 | $4,689+52.0% | $3,899+82.7% | $5,851+21.8% |
| Admin fee / account holder | $538 | $6,242-91.4% | $4,913-89.1% | $11,598-95.4% |